Octain is a Proud Sponsor of the EPI Summit 2026 · Nashville · April 19–21. See you there! 

FOR FRACTIONAL LEADERS WHO OWN RESULTS, NOT JUST RECOMMENDATIONS

You already know the right moves. Now you can see which ones pay off — before you commit.

OVM gives fractional leaders a predictive scoring system that shows exactly where growth and enterprise value are hiding in each client — and the steps to maximize it.

30–45 minutes · Bring one client · No prep required

EVER SEE THIS?
  • You know which direction to go — but proving the ROI before you commit budget is still guesswork
  • The messy middle kills momentum — between assessment and execution, plans stall and clients lose confidence
  • Too many disconnected tools in your toolkit — no single system that works consistently across every client
  • Your impact is real, but documenting it in language that holds up in CEO and executive team conversations is harder than it should be
HERE’S WHAT CHANGES
  • See which moves will pay off before you commit — scored, ranked, and modeled for each client
  • Move from assessment to 90-day execution faster — with proven patterns that replace the disconnected toolkit
  • Clients stop stalling in the messy middle — clear 90-day projects replace scattered initiatives and half-finished plans
  • Serve more clients on your roster without adding to your effort — one system, every engagement
  • Walk into every CFO and executive team conversation with documented before/after proof that holds up
WHAT OCTAIN GETS YOU

Faster execution

Predictive scoring cuts the guesswork. 90-day sprints cut the lag between knowing and doing.

ROI you can see

Model which moves will pay off before you commit budget — not after you’ve spent it.

Proof that scales

The same documentation system across every client, every engagement, every quarter.

How It Works in Your Engagements

Step 1: Have your client complete the OVM Assessment. No prep required — the assessment takes 30–45 minutes and is completed directly by the client.

Step 2: Octain delivers a completed assessment to you that scores your client’s 8 growth and value levers and surfaces the 2–3 highest-impact moves for their next 90 days — grounded in data, not opinion.

Step 3: Turn those priorities into focused 90-day growth and value projects your client’s team and partners can execute — with clear owners, milestones, and value-driver KPIs built in from the start.

Step 4: Use the Octain Value Engine Dashboard to track and document how each sprint changed revenue quality, NRR, concentration, and enterprise value — then walk into every leadership meeting with the proof.

See the full OVM System →

Client Stories

Results Like These

We’re not guessing how this works in the mid-market. We’ve seen it, documented it, and built it into the system.

89→118%

NRR improvement

Documented over 3 sprint cycles · B2B services

47→19%

Customer concentration

Reduced over 24 months · deal-table ready

+24%

Revenue growth

12 months · Denning Packaging

33%

Avg. annual increase

Revenues & profits · 300+ clients · 22 industries since 2003*

NOTE: *Historical average across 300+ engagements since 2003. Not a guarantee of individual results. See /proof for case studies.

Testimonials
“Tri Tool hired Octain to perform a comprehensive analysis on our competitors, customer experience and market opportunities. From Clare’s work we were able to determine three strategic initiatives to drive the company forward. We also used the analysis to develop new marketing tools including a new corporate video and email marketing campaign.”
Laurie Earl,
Director of Marketing,
Tri Tool
“Working with Octain has armed our sales team new strategic tools and information that has helped us open more doors to new customer opportunities.”
Peter Lore,
Business Solutions Advisor,
Panviva
“When LCS needed a new marketing plan to support our company’s growth, we turned to marketing veteran Clare Price. Clare helped us develop a stronger brand and marketing message that led to LCS being recognized as Sacramento’s fastest growing company.”
Steve Simonetto,
CEO,
LCS Technologies, Inc.
“Smart Marketing Execution is unique in that Clare gives all of the details on 'how to' rather than simply what and why. Clare guides business owners and leaders through the exact things they need to do to become more effective leaders.”
Steve Pappas,
host of the Science of CX Podcast
“You hold in your hands a philosophy and approach to marketing in a new world of opportunity. Keep Clare’s book within arms’ reach and refer to it often. You will find her insights and ideas practical, proven-to-work, and immediately accessible.”
Mark LeBlanc,
CSP,
author of Never Be The Same and Growing Your Business!
“I thought when I picked up this book, ‘Oh God, not another marketing book…’ I hate fluff. This is not fluff. What is valuable to me: A clear road map, why I should follow it, and what I get if I do it right. That’s what Clare has written. Marketing for people who are operationally focused on getting things done.”
Tom Searcy,
author of Whale Hunting and How To Close A Deal Like Warren Buffett
“This book provides an outline of how to strategize smarter combined with great anecdotes and tools to put Clare's marketing knowledge into action.”
Lisa Apolinski,
CMC,
author of Grow Your Market Share In A Zombie Apocalypse
“Smart Marketing Execution is a must read. Clare's framework, what she calls the ‘integrated marketing operating system,’ will help you and your marketing teams deliver profitability, productivity, and operating efficiency.”
Dennis Shiao,
CEO,
Attention Retention
“Ideas are great, but the money is in execution! Smart Marketing Execution is a no-fluff roadmap to growth, period.”
John Jantsch,
author of Duct Tape Marketing and The Ultimate Marketing Engine
“Before Octain, our team was all over the map trying to target the right customers. Now we have a focused strategy for reaching our best prospects and have seen sales jump 40% in six months.”
CMO,
Medical Services Company
“Octain really helped us dive into the meaning of what we were trying to portray about Sallyport and map out the direction we should be going in.”
Greg Dyson,
VP Sales,
Sallyport Commercial Finance
How You Engage With Octain

Start with one client. Have your client complete the OVM Assessment and see exactly how the system scores their 8 growth and value levers — before you commit to anything.

Expand your client roster. As the system proves itself in one engagement, bring OVM into more client engagements. One system, consistent results, every client.

Embed OVM into your practice. Make the OVM Assessment your signature entry point. Turn OVM into a permanent, branded part of how you deliver value.

30–45 minutes · Bring one client · No prep, no cost, no sales pressure · Walk away with a clear view of their next 90 days.